Junior/Senior Finance Specialist with English

#opportunity #finance #client #customerservice #investmentbanking #operations
FOR OUR CLIENT - LEADER OF INVESTMENT BANKING

The Senior Dedicated Client Officer is the dedicated contact for clients on all different tax procedures and provides pro-active assistance to clients assigned to him/her.

Official contract tittle: "Senior Analyst, Tax Reporting & Compliance"

Responsibilities:
  • Maintain oversight and awareness of all tax related service and satisfaction indicators; identify areas of concern and opportunities for improvement, agree action plan and timeframes with the client and you team leader and deliver on this plan
  • Handles all tax related queries from the client and provides full-scope and high-quality replies to queries by anticipating client's further questions and by performing in-depth investigations; such queries can come either directly from the client or from client representatives in different locations. These queries can either be over the phone, by email or using different systems
  • Assist clients in the documentation management, by pre-filling required documentation – if applicable/authorised – and monitoring the processing of these documents
  • Analyse reclaim reports and pro-actively advises clients of outstanding issues and status
  • Actively participate to and/or pro-actively organize conference calls with clients on specific issues when necessary
  • Performs monthly "Health Check" calls for their assigned clients and provides a written summary of issues, discussion points and relevant action tracking, to the client and team leader
  • Monitor query turnaround time and provide reporting on these to management. Seek necessary information to respond to the query, assess risk and prioritize accordingly
  • Ensure all relevant procedures are up to date, suggest and make changes where appropriate.

Qualifications:
  • University degree in a business discipline or the equivalent combination of education and experience is required
  • 3 years of total work experience; finance, accounting, tax reporting or analysis experience preferred
  • Pro-client attitude is a must (previous client-facing experience would be an asset)
  • MS Office knowledge is a must (preferable MS Excel advanced user)
  • Solid communication skills and decision-making capabilities
  • Withholding tax knowledge is not required.

Our offer:
  • Full time contract of employment
  • City Centre locations close to main railway station and flexible working arrangements
  • Flexible benefits package, including life and medical insurance, health screening, fitness discount programme, employee assistance program
  • Award-winning Wellbeing Program supporting you with your unique health and wellbeing needs
  • Pension scheme
  • On-site childcare and a parental buddy programme
  • Exciting opportunities for career and global mobility
  • Diverse and inclusive environment
  • Employee Referral Program
  • Recognition programmes
  • A multitude of opportunities to get involved in charity projects and Employee Resource Groups (ERGs).


Hays Poland sp. z o.o. is an employment agency registered in a registry kept by Marshal of the Mazowieckie Voivodeship under the number 361. #1171334
Click here to access HAYS Privacy Policy, which provides detailed information on how we use and protect your personal information, and your rights in relation to this.

Summary

Job Type
Permanent
Industry
Bankowość & Usługi Finansowe
Location
Wroclaw
Specialism
Finanse i Księgowość
Ref:
1171334

Talk to a consultant

Talk to Katarzyna Nagly-Zlocka, the specialist consultant managing this position, located in Wrocław
Hays, ul. Łaciarska 4b

Telephone: +48 722228092